Overview
Not Tax Advice is an AI-driven tax planning workspace designed for financial advisors to analyze client tax returns and project marginal tax changes. Utilizing optical character recognition via Amazon Textract, the platform extracts line geometry and table cell data from uploaded 1040 documents with high precision. It features an embedded AI assistant named Larry that interprets tax data, answers strategic planning queries like Roth conversions, and models future income changes directly within the tool.
